Atmos Capital Gestao De Recursos
Latest statistics and disclosures from Atmos Capital Gestao De Recursos's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NU, MELI, XP, AMZN, META, and represent 86.90% of Atmos Capital Gestao De Recursos's stock portfolio.
- Added to shares of these 3 stocks: XP (+$77M), STNE (+$20M), WALDW.
- Started 2 new stock positions in WALDW, XP.
- Reduced shares in these 8 stocks: NU (-$97M), MELI (-$49M), META (-$26M), , AMZN (-$20M), DLO (-$8.4M), INTR, VTEX.
- Sold out of its position in BUD.
- Atmos Capital Gestao De Recursos was a net seller of stock by $-127M.
- Atmos Capital Gestao De Recursos has $714M in assets under management (AUM), dropping by -12.96%.
- Central Index Key (CIK): 0001832439
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Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 36.0 | $257M | -27% | 20M | 12.89 |
|
| MercadoLibre (MELI) | 20.3 | $145M | -25% | 88k | 1643.40 |
|
| XP Cl A (XP) | 10.8 | $77M | NEW | 4.4M | 17.59 |
|
| Amazon (AMZN) | 10.7 | $77M | -20% | 396k | 193.25 |
|
| Meta Platforms Cl A (META) | 9.1 | $65M | -28% | 128k | 504.22 |
|
| Stoneco Com Cl A (STNE) | 7.7 | $55M | +58% | 4.6M | 11.99 |
|
| Inter & Co Class A Com (INTR) | 2.3 | $17M | -13% | 2.7M | 6.15 |
|
| Dlocal Class A Com (DLO) | 2.0 | $14M | -36% | 1.8M | 8.09 |
|
| Vtex Shs Cl A (VTEX) | 0.3 | $1.9M | -3% | 262k | 7.26 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.7M | 12k | 150.50 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 3.1k | 479.11 |
|
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $1.1M | 41k | 27.02 |
|
|
| Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.1 | $953k | 36k | 26.53 |
|
|
| Waldencast *w Exp 07/27/202 (WALDW) | 0.0 | $22k | NEW | 82k | 0.27 |
|
Past Filings by Atmos Capital Gestao De Recursos
SEC 13F filings are viewable for Atmos Capital Gestao De Recursos going back to 2020
- Atmos Capital Gestao De Recursos 2024 Q2 filed Aug. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q1 filed May 15, 2024
- Atmos Capital Gestao De Recursos 2023 Q4 filed Feb. 14, 2024
- Atmos Capital Gestao De Recursos 2023 Q3 filed Nov. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q2 filed Aug. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q1 filed May 15, 2023
- Atmos Capital Gestao De Recursos 2022 Q4 filed Feb. 14, 2023
- Atmos Capital Gestao De Recursos 2022 Q3 filed Nov. 14, 2022
- Atmos Capital Gestao De Recursos 2022 Q2 filed Aug. 15, 2022
- Atmos Capital Gestao De Recursos 2022 Q1 filed May 16, 2022
- Atmos Capital Gestao De Recursos 2021 Q4 filed Feb. 14, 2022
- Atmos Capital Gestao De Recursos 2021 Q3 filed Nov. 15, 2021
- Atmos Capital Gestao De Recursos 2021 Q2 filed Aug. 16, 2021
- Atmos Capital Gestao De Recursos 2021 Q1 filed May 7, 2021
- Atmos Capital Gestao De Recursos 2020 Q4 filed Feb. 12, 2021
- Atmos Capital Gestao De Recursos 2019 Q4 filed Nov. 16, 2020